Doylestown, PA · On-site
This is a unique entry-level opportunity for someone who is organized, personable, analytical, and ... Support for the CPA, CFP ® , CFA, or another relevant professional credential may be available.
Doylestown, PA · On-site
This is a unique entry-level opportunity for someone who is organized, personable, analytical, and ... Support for the CPA, CFP ® , CFA, or another relevant professional credential may be available.
Philadelphia, PA · Hybrid
Experience providing day-to-day guidance or review oversight for junior team members. * CPA, CFA ... RSM does not intend to hire entry level candidates who will require sponsorship now OR in the ...
Philadelphia, PA · Hybrid
Experience providing day-to-day guidance or review oversight for junior team members. * CPA, CFA ... RSM does not intend to hire entry level candidates who will require sponsorship now OR in the ...
Philadelphia, PA · On-site
$63K - $140K/yr
... CFA or ASA preferred Travel Requirements Up to 40% Job Posting End Date The salary range for this ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
Philadelphia, PA · On-site
$63K - $140K/yr
... CFA or ASA preferred Travel Requirements Up to 40% Job Posting End Date The salary range for this ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
An Entry Level CFA job typically involves supporting financial analysis, investment research, or portfolio management under the supervision of senior professionals. Individuals in this role may work in investment firms, banks, or financial consulting companies, assisting with financial modeling, data analysis, and market research. Employers often seek candidates pursuing or having completed Level I of the CFA program. Strong analytical skills and attention to detail are essential for success in this position.
To thrive as an Entry Level CFA, you need a strong foundation in finance, accounting, and investment principles, typically supported by completion or progress in the CFA (Chartered Financial Analyst) program and a relevant bachelor's degree. Familiarity with financial modeling tools like Excel, Bloomberg Terminal, and various investment analysis software is highly beneficial. Strong analytical thinking, attention to detail, and effective communication skills help entry-level CFAs stand out in collaborative and client-facing contexts. These qualifications and attributes are vital for accurately assessing financial data, supporting investment research, and contributing to informed decision-making within financial institutions.
As an Entry Level CFA, you can expect to support senior analysts with tasks such as gathering and analyzing financial data, building and maintaining financial models, preparing investment reports, and monitoring portfolio performance. You may also assist with industry research, client presentations, and participating in team meetings to discuss market trends and investment strategies. These responsibilities are designed to build your technical skills and industry knowledge while giving you hands-on exposure to real-world finance projects. Over time, you may take on more complex analytic assignments and interact directly with clients or stakeholders as you develop in your role.
The most popular types of Cfa jobs in Pennsylvania are:
For Entry Level Cfa jobs in Pennsylvania, the most frequently searched job titles are:
The top searched job categories for Entry Level Cfa jobs in Pennsylvania are:
Other
Posted 4 days ago
Paragon Wealth Management | Doylestown, PA | Full-time, in-office | paragon-wealth.com
Paragon Wealth Management is looking for a recent college graduate or early-career professional who wants to develop a broad foundation in financial services, client operations, business advisory services, and accounting.
This is a unique entry-level opportunity for someone who is organized, personable, analytical, and interested in learning how different areas of a financial services business operate.
The associate will primarily support Paragon Wealth Management with client-service requests, meeting preparation, internal reporting, workflow management, and general operations. Candidates with strong analytical skills may also have opportunities to assist with investment research, portfolio reporting, and asset-management projects. In addition, the associate will support our sister company, Paragon Accounting & Tax, with scheduling, client communication, document collection, workflow administration, and preparation of client tax packets.
We are looking for someone who:
Depending on the associate’s performance and interests, the position may develop toward:
Support for the CPA, CFP®, CFA, or another relevant professional credential may be available.
This is a full-time, in-office position in Doylestown. Some additional hours may be required during tax season.
To apply, please submit a résumé and a brief introduction explaining why this opportunity interests you to ricardo@paragon-wealth.com.
